Legacies are built over a lifetime. They are a culmination of every good decision and have the ability to influence those for generations to come.
At CAPTA Fiduciary, that is our focus. We take all the hard work that you have put in, and channel it to the areas where you want to make the biggest impact. We can help you work through difficult decisions, drafting wills and trusts, and drawing on specialist expertise where necessary to find the right solutions for you, your family and business.
Let us help craft your legacy, today.
PRESERVATION
You’ve spent a lifetime creating your wealth which means it’s important to ensure that it lives on, long after you’re gone. At CAPTA Fiduciary we work with you to create a fully managed succession plan to ensure that your personal wealth and family’s legacy is realised and preserved for generations to come. Our offices around the country and offshore, are poised for wealth creation. Let us focus on yours.
INNOVATION
Being in the position to leave a legacy is a wonderful gift, but can also be complex one that must be thought through and set-out carefully. At CAPTA Fiduciary we combine our extensive experience with an in-depth analysis to assess your current financial picture with one that you hope to achieve. Our team of highly skilled fiduciary and tax specialists are able to provide a full range of professional and innovative services to ensure your wealth can be passed down from one generation to the next.
GROWTH
We understand that each individual, family and business owner has a unique set of characteristics, concerns and goals. As an independent fiduciary services provider we are able to ensure that your long-term succession plan complements your ever-changing life priorities and future goals. At CAPTA Fiduciary we partner with you to ensure your personal objectives are achieved with the ultimate goal of preserving and growing your wealth.
Pin Oak House, 2nd Floor, Bally Oaks Office Park
Ballyclare Drive, Bryanston, 2191